Sales
Item Maintenance Sales
Item MaintenanceUse this program to add, change, and inquire on items that you sell to your customers.
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Use this screen to enter or update the details of a sales item. These details include the item's cost, price, whether it is serialized, taxable, and inventoried, and the general ledger category it is assigned to for revenue distribution.
Sales Item Maintenance - Launch
Sales Item Maintenance
Sales Item Discount Maintenance
Sales Item Location Maintenance
Sales Item Message Maintenance
Displays the item number you want to add, change, or inquire on.
Displays the stock classCode used to categorize sales items for analysis and reporting. You may choose to make the stock class a subset of the vendor code. associated with the item number.
Enter or accept the current status for the sales item. Valid codes are:
A - Active
D - Deleted
S - Suspended
Enter NS if this sales item is considered a non-stock item that is not included on reorder reports and physical inventory count sheets. Use the Default Codes program in Cross Application Maintenance to set up additional user-defined stock status codes using code SS.
Enter the code that represents the type of sales item. Valid codes are:
P - Part
M - Merchandise
E - Equipment
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Enter a brief description of the item.
Enter text that you can use to search for this item on inquiry screens.
Enter or accept the date of the last time the Last Cost field was updated by the system. This date is automatically populated by the system, so change it only on an exception basis.
Enter the manufacturer's item number assigned to this sales item.
If applicable, enter the UPC number assigned to the item.
If applicable, enter the code associated with the UPC number. Two codes are supported, and the default code is UP.
Enter the code that represents the link between this item and the G/L sales revenue distribution file. The G/L distribution determines the general ledger account numbers used for revenue, inventory and cost of goods sold when this item is sold or purchased. This information might be defaulted from the item's stock class, and it might be protected against changes on this screen.
If field ZXYON3 of control record SAITMM is set to Y, this G/L category is defaulted from the master record of the stock class assigned to this item, and you cannot change it.
If control record SAITM2 - Use G/L Cat in Stock Master is set to Y, the G/L category is always defaulted from the stock class assigned to the item, regardless of any entry made here.
Pricing at Company/Warehouse/Location
Indicate if the pricing for this item is at the company (N), warehouse (W), or location (Y) level. If you enter N, the pricing for this item comes from its master record. If you enter Y, the pricing for this item comes from the price set at the location where the item is being transacted. If you enter W, the pricing for this item comes from the location that is set as its warehouse/supplying location.
Your setting in this field overrides the setting at the location level; however, if you leave this field blank, the setting at the location level is the default for this item.
If you are integrated with a tax software package, and if applicable, enter the tax product category/number that groups this item for special taxation.
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Enter or accept the last or most current cost of this sales item. This field is automatically updated when the item is received against a purchase order in the system.
Enter or accept the code for the currency in which all monetary amounts on this screen are displayed/entered.
Auto calculate cost based on List or Regular
If you want to use the sales item's list or regular price to automatically calculate its last/current cost, indicate which price to use: List Price (L) or Regular Price (R).
If you entered a code in the Based on field, enter the percentage by which the list or regular price should be multiplied to arrive at the last/current cost.
Enter the manufacturer's suggested list price for the item. This amount is not used for invoicing; it may be used for calculation of cost or selling price based on the codes assigned for auto calculations.
Enter the retail price normally charged for this item. In the event there are no discounts or other pricing codes assigned for the transaction, this is the price the system uses when this item is being sold.
Auto calculate regular price based on Cost or List
If you want to use the sales item's cost or list price to automatically calculate its regular (retail) price, indicate which one to use: List Price (L) or Cost (C).
If you entered a code in the Based on field, enter the percentage by which the list price or cost should be multiplied to arrive at the regular (retail) price.
Enter the price that is used when this item is sold to a customer with a price code of P in their master record.
Auto calculate preferred price based on Cost, List, or Regular
If you want to use the sales item's cost or list price or regular price to automatically calculate its preferred price, indicate which one to use: List Price (L), Cost (C), or Regular Price (R).
Percentage of Cost, List, or Regular
If you entered a code in the Based on field, enter the percentage by which the list price or cost or regular price should be multiplied to arrive at the preferred price.
Enter the price that is used when this item is sold to a customer with a price code of D in their master record.
Auto calculate dealer price based on Cost, List, Regular, or M
If you want to use the sales item's cost, list price, regular price or a formula to automatically calculate its dealer price, indicate which one to use: List Price (L), Cost (C), Regular Price, (R), or formula (M).
Enter M if you want the system
to calculate the Dealer Price based on the formula: (List
+ Last Cost) / 2.
Percentage of Cost, List, or Regular
If you entered a code other than M in the Based on field, enter the percentage by which the list price or cost or regular price should be multiplied to arrive at the dealer price.
Enter the number of the vendor from whom you usually purchase this item. This is the vendor used on reorder and analysis reports for this item.
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Enter the code that represents the smallest unit of measure in which this item is sold, purchased, or stocked.
Enter the code that represents the second unit of measure in which this item is sold, purchased, or stocked.
Enter the quantity of items in the first unit of measure that is equivalent to one unit in this second unit of measure.
Example: The
first unit of measure is EA
for each. The second unit of measure is BX
for box. There are 10
of this item (in eaches) in one box, so enter 10
in the Quantity field.
When this item is sold, purchased, or counted during inventory,
you can enter a unit of measure of BX, and the actual boxes sold, purchased,
or counted, and the system calculates the amount in eaches based on this
quantity.
Enter the code that represents the third unit of measure in which this item is sold, purchased, or stocked.
Enter the quantity of items in the first unit of measure that is equivalent to one unit in this third unit of measure.
Example: The
first unit of measure is EA
for each. The third unit of measure is CS
for case. There are 100
of this item (in eaches) in one case, so enter 100
in the Quantity field.
When this item is sold, purchased, or counted during inventory,
you can enter a unit of measure of CS, and the actual cases sold, purchased,
or counted, and the system calculates the amount in eaches based on this
quantity.
If this item is used in your rental fleet as either serialized or bulk equipment, enter the category for this item. This information is necessary when completing a sales to rental transaction.
If this item is used in your rental fleet as either serialized or bulk equipment, enter the class. This information is necessary when completing a sales to rental transaction.
If this item is used in your rental fleet as either serialized or bulk equipment, enter a maintenance sub-class for it.
Indicate whether you track this item individually with unique serial numbers. When you set this to Y, you must enter serial numbers when selling, receiving, or transferring this item. You can also use Serial Number Maintenance to add or change sales item serial numbers.
Indicate whether you apply tax to this item when you sell it. If the customer to whom you are selling the item is marked as non-taxable, this setting is ignored.
Indicate whether this item is discountable. If set to N, this setting overrides discounts set in the customer master file and sales item discounts set in Sales Item Discount Maintenance. This setting does not disallow manually entered discounts.
Indicate whether you track this item in inventory. If set to Y, a sales item location record is required for each location that stocks this item. The quantity on hand is automatically updated in the system for items that are marked as Inventoried.
If the sales item is considered a kit, set this field to N, unless the Use Inventoried kits opt field is set to Y in control record SAKITM.
Indicate whether sales of this item are calculated for sales representative commissions.
Enter the profit percentage you expect to achieve when this item is sold. You can set the system to warn you during a sales transaction if this profit percentage is not met. Run the Inventory Profit Analysis report to review the profit percentage on sales transactions.
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Enter a user-defined code to classify the item for query and analysis purposes. If you do not know the code, press F4 to search for it.
If applicable, enter the percentage to add to this item's cost when the cost is displayed. The inflated cost is displayed for users with security code Z01 in their user profile. Users with security code Z02 will see the item's actual cost.
If applicable, enter the percentage used to calculate split commissions for inside sales representatives.
If applicable, enter the percentage used to calculate split commissions for outside sales representatives.
Enter the percentage of the sale price of the item to charge for freight.
Enter the percentage of excise taxTax charged on the production or sale of a good or service. to charge for this item.
Enter the code that classifies this item for VATValue added tax. The tax structure used outside of North America. taxation purposes.
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
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F2 |
UPC. Open the UPC Code Entry popup window and enter or scan the UPC code for this item number. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F5 |
Refresh. Refresh the screen and remove entered data. |
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F6 |
Sales History. Advance to the Sales Item History program. |
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F7 |
Reorder. Advance to the Reorder Information screen to enter settings for reordering this sales item. |
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F10 |
PO History. Advance to the P.O. Item History program. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F14 (Shift + F2) |
Serial Number Maintenance. Advance to the Serial Number Maintenance program. |
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F15 (Shift + F3) |
Location Maintenance. Advance to the Sales Item Location Maintenance program. |
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F16 (Shift + F4) |
Item Message Maintenance. Advance to the Sales Item Message Maintenance program. |
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F17 (Shift + F5) |
Item Discount. Advance to the Sales Item Discount Maintenance program. |
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F19 (Shift + F7) |
Print Bar Code. Advance to the Bar Code Labels screen to indicate how many labels to print and which template to use. |
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F23 (Shift + F11) |
Delete. Delete the sales item record. Press F23 again to confirm the deletion. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
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